MEMBERS

Glenn Welby

Chartered Financial Advisor

Our Team

The proprietor of Welby & Associates and winner of Sesame UK Financial Advisor of the Year 2013/2014. Glenn has 15 years experience within global financial services companies. He is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and member of the Society of Trusts and Estate Practitioners.

Away from work, Glenn enjoys spending time with partner Lynn & children Caitlin, Madison & Max. He enjoys going to the gym every morning & relaxing at Cranfield County Down over the weekend.

Aodh McGrath

Financial Advisor

Aodh has been working in financial services for 32 years.  He provides financial advice across all areas and specialises in Estate Planning. Over the years Aodh has helped his clients accumulate wealth through holistic financial planning and is now passionate about helping protect the wealth that his clients have accumulated by careful estate planning.

Ciaran Rea

Financial Advisor

Ciaran has gained 8 years’ experience within global financial services companies after successfully completing a BA Hons degree in Business Studies and an MSc in Finance & Investment. Ciaran has also worked as a part-time lecturer with the Belfast Metropolitan College.

Ciaran received the prestigious award of highest marks attained in Northern Ireland upon completion of his regulated Diploma In Financial Planning. Ciaran is about to complete Chartered Financial Planner status, and plans to continue studying for Chartered Tax Advisor status.

Away from work Ciaran enjoys spending time with his wife Christine and is also a keen runner and cyclist having completed 5 marathons and 2 Maracycle’s over the past 10 years.

Simon Thompson

Financial Advisor

Simon has been involved in financial services since 2008. He is a diploma qualified member of the Chartered Insurance Institute/Personal Finance Society, and is progressing to Chartered status, and is an associate of the Institute of Financial Planning.

One of Simon’s areas of specialism is advising businesses, business owners and other professionals with regards to their financial planning needs. Simon’s goal is to help people make financial decisions that will enable the outcomes they most truly desire.

Away from work Simon enjoys spending time with his wife, Kerry, and two young children, Eve and Saul
Your home may be repossessed if you do not keep up repayments on your mortgage.For mortgages we can be paid by commission, or a fee of usually £595.You can choose how we are paid for mortgages: pay a fee, usually £595, or we can accept commission from the lender.